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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,330 | $154,228-39.5% | $145,433-35.8% | $137,256-32.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 11.06% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,672 | $4,804-44.4% | $4,554-41.3% | $4,156-35.7% |
| Participant deferral / active EE | $16,666 | $8,216+102.8% | $7,897+111.0% | $6,407+160.1% |
| Admin fee / account holder | $42,250 | $14,344+194.6% | $13,129+221.8% | $12,270+244.3% |